mirror of
https://github.com/OCA/account-financial-tools.git
synced 2025-02-02 12:47:26 +02:00
account_chart_update: allows to set the matching value order
It allows to set the order of matching for Account, Taxes and Fiscal position.
This commit is contained in:
ernesto
@@ -62,6 +62,9 @@ class WizardUpdateChartsAccounts(models.TransientModel):
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string="Continue on errors", default=False,
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help="If set, the wizard will continue to the next step even if "
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"there are minor errors.")
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recreate_xml_ids = fields.Boolean(
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string="Recreate missing XML-IDs",
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)
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tax_ids = fields.One2many(
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comodel_name='wizard.update.charts.accounts.tax', ondelete='cascade',
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inverse_name='update_chart_wizard_id', string='Taxes')
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@@ -117,6 +120,24 @@ class WizardUpdateChartsAccounts(models.TransientModel):
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domain=lambda self: self._domain_fp_field_ids(),
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default=lambda self: self._default_fp_field_ids(),
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)
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tax_matching_ids = fields.One2many(
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comodel_name="wizard.tax.matching",
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inverse_name="update_chart_wizard_id",
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string="Taxes matching",
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default=lambda self: self._default_tax_matching_ids(),
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)
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account_matching_ids = fields.One2many(
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comodel_name="wizard.account.matching",
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inverse_name="update_chart_wizard_id",
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string="Taxes matching",
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default=lambda self: self._default_account_matching_ids(),
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)
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fp_matching_ids = fields.One2many(
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comodel_name="wizard.fp.matching",
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inverse_name="update_chart_wizard_id",
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string="Taxes matching",
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default=lambda self: self._default_fp_matching_ids(),
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)
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def _domain_per_name(self, name):
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return [
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@@ -148,6 +169,32 @@ class WizardUpdateChartsAccounts(models.TransientModel):
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self._domain_fp_field_ids()
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)]
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def _get_matching_ids(self, model_name, ordered_opts):
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vals = []
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for seq, opt in enumerate(ordered_opts, 1):
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vals.append((0, False, {'sequence': seq, 'matching_value': opt}))
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all_options = self.env[model_name]._get_matching_selection()
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all_options = map(lambda x: x[0], all_options)
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all_options = list(set(all_options) - set(ordered_opts))
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for seq, opt in enumerate(all_options, len(ordered_opts) + 1):
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vals.append((0, False, {'sequence': seq, 'matching_value': opt}))
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return vals
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def _default_fp_matching_ids(self):
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ordered_opts = ['xml_id', 'name']
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return self._get_matching_ids('wizard.fp.matching', ordered_opts)
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def _default_tax_matching_ids(self):
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ordered_opts = ['xml_id', 'description', 'name']
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return self._get_matching_ids('wizard.tax.matching', ordered_opts)
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def _default_account_matching_ids(self):
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ordered_opts = ['xml_id', 'code', 'name']
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return self._get_matching_ids('wizard.account.matching', ordered_opts)
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@api.model
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def _get_lang_selection_options(self):
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"""Gets the available languages for the selection."""
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@@ -298,33 +345,41 @@ class WizardUpdateChartsAccounts(models.TransientModel):
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self.state = 'done'
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return self._reopen()
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def _get_real_xml_name(self, template):
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[external_id] = template.get_external_id().values()
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(name, module) = external_id.split('.')
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return "%s.%d_%s" % (name, self.company_id.id, module)
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@api.multi
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@tools.ormcache("templates")
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def find_tax_by_templates(self, templates):
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"""Find a tax that matches the template."""
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# search inactive taxes too, to avoid re-creating
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# taxes that have been deactivated before
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Tax = self.env['account.tax'].with_context(active_test=False)
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result = Tax
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tax_model = self.env['account.tax'].with_context(active_test=False)
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for template in templates:
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single = Tax
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criteria = (
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("name", "=", template.name),
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("description", "=", template.name),
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("name", "=", template.description),
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("description", "=", template.description),
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)
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for domain in criteria:
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if single:
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break
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if domain[2]:
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single = Tax.search(
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[domain,
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("company_id", "=", self.company_id.id),
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("type_tax_use", "=", template.type_tax_use)],
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limit=1)
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result |= single
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return result[:1].id
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for matching in self.tax_matching_ids.sorted('sequence'):
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if matching.matching_value == 'xml_id':
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real = self.env.ref(self._get_real_xml_name(template),
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raise_if_not_found=False)
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if not real:
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continue
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criteria = ('id', '=', real.id)
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else:
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field_name = matching.matching_value
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if not template[field_name]:
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continue
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criteria = (field_name, '=', template[field_name])
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result = tax_model.search([
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criteria,
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("company_id", "=", self.company_id.id),
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("type_tax_use", "=", template.type_tax_use),
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], limit=1)
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if result:
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return result.id
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return False
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@api.model
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@tools.ormcache("code")
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@@ -336,19 +391,69 @@ class WizardUpdateChartsAccounts(models.TransientModel):
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@tools.ormcache("templates")
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def find_account_by_templates(self, templates):
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"""Find an account that matches the template."""
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return self.env['account.account'].search(
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[('code', 'in',
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list(map(self.padded_code, templates.mapped("code")))),
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('company_id', '=', self.company_id.id)],
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).id
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account_model = self.env['account.account']
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for matching in self.account_matching_ids.sorted('sequence'):
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if matching.matching_value == 'xml_id':
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real = self.env['account.account']
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for template in templates:
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try:
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real |= self.env.ref(self._get_real_xml_name(template))
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except:
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pass
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if not real:
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continue
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criteria = ('id', 'in', real.ids)
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elif matching.matching_value == 'code':
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codes = templates.mapped("code")
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if not codes:
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continue
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criteria = ('code', 'in', list(map(self.padded_code, codes)))
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else:
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field_name = matching.matching_value
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field_values = templates.mapped(field_name)
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if not field_values:
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continue
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criteria = (field_name, 'in', field_values)
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result = account_model.search(
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[criteria, ('company_id', '=', self.company_id.id)])
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if result:
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return result.id
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return False
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@api.multi
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@tools.ormcache("templates")
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def find_fp_by_templates(self, templates):
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"""Find a real fiscal position from a template."""
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return self.env['account.fiscal.position'].search(
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[('name', 'in', templates.mapped("name")),
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('company_id', '=', self.company_id.id)], limit=1).id
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fp_model = self.env['account.fiscal.position']
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for matching in self.fp_matching_ids.sorted('sequence'):
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if matching.matching_value == 'xml_id':
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real = self.env['account.fiscal.position']
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for template in templates:
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try:
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real |= self.env.ref(self._get_real_xml_name(template))
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except:
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pass
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if not real:
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continue
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criteria = ('id', 'in', real.ids)
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else:
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field_name = matching.matching_value
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field_values = templates.mapped(field_name)
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if not field_values:
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continue
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criteria = (field_name, 'in', field_values)
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result = fp_model.search([
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criteria, ('company_id', '=', self.company_id.id)
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], limit=1)
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if result:
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return result.id
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return False
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@api.multi
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@tools.ormcache("templates", "current_fp_accounts")
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@@ -420,7 +525,6 @@ class WizardUpdateChartsAccounts(models.TransientModel):
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},
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"account.account.template": {
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"chart_template_id",
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"code",
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},
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"account.fiscal.position.template": {
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"chart_template_id",
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@@ -483,8 +587,13 @@ class WizardUpdateChartsAccounts(models.TransientModel):
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if expected is not None:
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if expected != [] and expected != real[key]:
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result[key] = expected
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elif template[key] != real[key]:
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result[key] = template[key]
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else:
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template_value = template[key]
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if template._name == "account.account.template" \
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and key == 'code':
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template_value = self.padded_code(template['code'])
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if template_value != real[key]:
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result[key] = template_value
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# Avoid to cache recordset references
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if isinstance(real._fields[key], fields.Many2many):
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result[key] = [(6, 0, result[key].ids)]
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@@ -521,6 +630,13 @@ class WizardUpdateChartsAccounts(models.TransientModel):
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result.append(_("Tax is disabled."))
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return "\n".join(result)
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def missing_xml_id(self, real_obj):
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return not self.env['ir.model.data'].search([
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('res_id', '=', real_obj.id),
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('model', '=', real_obj._name),
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('module', '!=', '__export__'),
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])
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@api.multi
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def _find_taxes(self):
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"""Search for, and load, tax templates to create/update/delete."""
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@@ -544,6 +660,10 @@ class WizardUpdateChartsAccounts(models.TransientModel):
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# Check the tax for changes
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tax = self.env['account.tax'].browse(tax_id)
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notes = self.diff_notes(template, tax)
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if self.recreate_xml_ids and self.missing_xml_id(tax):
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notes += (notes and "\n" or "") + _("Missing XML-ID.")
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if notes:
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# Tax to be updated
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self.tax_ids.create({
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@@ -586,6 +706,10 @@ class WizardUpdateChartsAccounts(models.TransientModel):
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# Check the account for changes
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account = self.env['account.account'].browse(account_id)
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notes = self.diff_notes(template, account)
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if self.recreate_xml_ids and self.missing_xml_id(account):
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notes += (notes and "\n" or "") + _("Missing XML-ID.")
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if notes:
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# Account to be updated
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self.account_ids.create({
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@@ -620,6 +744,10 @@ class WizardUpdateChartsAccounts(models.TransientModel):
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# Check the fiscal position for changes
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fp = self.env['account.fiscal.position'].browse(fp_id)
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notes = self.diff_notes(template, fp)
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if self.recreate_xml_ids and self.missing_xml_id(fp):
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notes += (notes and "\n" or "") + _("Missing XML-ID.")
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if notes:
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# Fiscal position template to be updated
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wiz_fp.create({
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@@ -630,6 +758,27 @@ class WizardUpdateChartsAccounts(models.TransientModel):
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'notes': notes,
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})
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def recreate_xml_id(self, template, real_obj):
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ir_model_data = self.env['ir.model.data']
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template_xmlid = ir_model_data.search([
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('model', '=', template._name),
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('res_id', '=', template.id),
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])
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new_xml_id = "%d_%s" % (self.company_id.id, template_xmlid.name)
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real_xmlid = ir_model_data.search([
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('model', '=', real_obj._name),
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('res_id', '=', real_obj.id),
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], limit=1)
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if real_xmlid:
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real_xmlid.unlink()
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template_xmlid.copy({
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'model': real_obj._name,
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'res_id': real_obj.id,
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'name': new_xml_id,
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'noupdate': True,
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})
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@api.multi
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def _update_taxes(self):
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"""Process taxes to create/update/deactivate."""
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@@ -651,7 +800,11 @@ class WizardUpdateChartsAccounts(models.TransientModel):
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if key in {'account_id', 'refund_account_id'}:
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continue
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tax[key] = value
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_logger.info(_("Updated tax %s."), "'%s'" % template.name)
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_logger.info(_("Updated tax %s."), "'%s'" % template.name)
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if self.recreate_xml_ids and self.missing_xml_id(tax):
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self.recreate_xml_id(template, tax)
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_logger.info(_("Updated tax %s. (Recreated XML-IDs)"),
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"'%s'" % template.name)
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@api.multi
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def _update_accounts(self):
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@@ -701,6 +854,14 @@ class WizardUpdateChartsAccounts(models.TransientModel):
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_("Updated account %s."),
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"'%s - %s'" % (account.code, account.name),
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)
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if self.recreate_xml_ids \
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and self.missing_xml_id(account):
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self.recreate_xml_id(template, account)
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_logger.info(
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_("Updated account %s. (Recreated XML-ID)"),
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"'%s - %s'" % (account.code, account.name),
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)
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except Exception:
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self.rejected_updated_account_number += 1
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if config['test_enable']:
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@@ -772,13 +933,22 @@ class WizardUpdateChartsAccounts(models.TransientModel):
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self.company_id, template, 'account.fiscal.position',
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self._prepare_fp_vals(template),
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)
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_logger.info(
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_("Created fiscal position %s."),
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"'%s'" % template.name,
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)
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else:
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# Update the given fiscal position
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for key, value in self.diff_fields(template, fp).items():
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fp[key] = value
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_logger.info(
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_("Created or updated fiscal position %s."),
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"'%s'" % template.name)
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_logger.info(_("Updated fiscal position %s."),
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"'%s'" % template.name)
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if self.recreate_xml_ids and self.missing_xml_id(fp):
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self.recreate_xml_id(template, fp)
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_logger.info(
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_("Updated fiscal position %s. (Recreated XML-ID)"),
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"'%s'" % template.name,
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)
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class WizardUpdateChartsAccountsTax(models.TransientModel):
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@@ -850,3 +1020,66 @@ class WizardUpdateChartsAccountsFiscalPosition(models.TransientModel):
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comodel_name='account.fiscal.position', required=False,
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string='Fiscal position to update', ondelete='set null')
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notes = fields.Text('Notes', readonly=True)
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class WizardMatching(models.TransientModel):
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_name = 'wizard.matching'
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_order = 'sequence'
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update_chart_wizard_id = fields.Many2one(
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comodel_name='wizard.update.charts.accounts',
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string='Update chart wizard',
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required=True,
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ondelete='cascade',
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)
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sequence = fields.Integer(
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required=True,
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default=1,
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)
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matching_value = fields.Selection(
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selection="_get_matching_selection",
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)
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def _get_matching_selection(self):
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return [('xml_id', 'XML-ID')]
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def _selection_from_files(self, model_name, field_opts):
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result = []
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for opt in field_opts:
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model = self.env[model_name]
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desc = model._fields[opt].get_description(self.env)["string"]
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result.append((opt, "%s (%s)" % (desc, opt)))
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return result
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class WizardTaxMatching(models.TransientModel):
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_name = "wizard.tax.matching"
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_inherit = "wizard.matching"
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def _get_matching_selection(self):
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vals = super(WizardTaxMatching, self)._get_matching_selection()
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vals += self._selection_from_files('account.tax.template',
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['description', 'name'])
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return vals
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class WizardAccountMatching(models.TransientModel):
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_name = "wizard.account.matching"
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_inherit = "wizard.matching"
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def _get_matching_selection(self):
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vals = super(WizardAccountMatching, self)._get_matching_selection()
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vals += self._selection_from_files('account.account.template',
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['code', 'name'])
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return vals
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class WizardFpMatching(models.TransientModel):
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_name = 'wizard.fp.matching'
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_inherit = "wizard.matching"
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def _get_matching_selection(self):
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vals = super(WizardFpMatching, self)._get_matching_selection()
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vals += self._selection_from_files('account.fiscal.position.template',
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['name'])
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return vals
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